Agile VC

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The End of ?Internet? Companies ? AGILEVC

Agile VC

The End of “Internet” Companies. Al Gore's 2012 Induction to the Internet Hall of Fame. I’m not sure whether it’s 10 years from now or 50 years from now, but at some point in the medium to long term future we’ll cease talking about “internet” companies in any meaningful sense.

Internet 182
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The Future of Internet & Cars

Agile VC

I’ve been doing some thinking about the future of cars and the impact of the internet. When people talk about “internet” and “cars” people usually think of internet-connected automobiles for the purposes of infotainment. Ferdinand Porsche’s electric car, circa early 1900s.

Internet 153
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Revenue = Product Market Fit

Agile VC

We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. The early goal isn’t to maximize near term revenue… it’ll take time to fully understand your market and establish P-M fit, let alone optimizing the sales & marketing engine.

Revenue 234
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Alibaba S-1: How Well Do They Monetize?

Agile VC

How does that stack up against analogous US internet companies? While China now has >600 million internet users, that still means there’s another half billion or so that are not yet on the internet. Today I’m going to analyze monetization across Alibaba’s various businesses.

China 159
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The Imperceptible, But Very Real Boom

Agile VC

I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. In the tech sphere, a good bit of air was let out of the tires when the hype around some consumer-facing internet companies proved transitory.

IPO 147
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Urbanization of Startups ? AGILEVC

Agile VC

Here in Boston the same dynamic as Silicon Valley has been afoot… at least in the software/internet sphere, the majority of startups have migrated from the suburban loop of Rt 128 back into the urban core of Boston & Cambridge. So why are software & internet startups more urban today than 5-10 years ago?